Syverson & Company

More Info

General Info

Comprehensive Financial PlanningWe help clients through an Annual Planning Relationship to review, resolve and enhance every aspect of their financial life once we identify their values and goals. We create professionally customized financial plans in-house for each client and address these 12 areas.For those clients currently employed and participating in their employer-sponsored retirement plan, we offer recommendations and implementation of an appropriate portfolio within their plan, based on the available choicesCollaborate with your estate planning attorney to implement the appropriate documents for your situationIdentify effective ways to pass your wealth to your heirs and charities of choice, while minimizing the overall taxation on your estate

Extra Phones

TollFree: (888) 793-3337

Location

Lighton Tower

AKA

Syverson & Company LLC

Syverson & & Co LLC

Other Links

http://www.syversonco.com

https://soundstewardship.com/every-couple-argue-money

Categories

Financial Planning Consultants, Accounting Services, Financial Planners, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

Reviews

Details

Phone: (913) 317-6000

Address: 7500 College Blvd Ste 140, Overland Park, KS 66210

Website: http://www.syversonco.com